반도체 피크아웃 우려는 그만, 랠리에 필요한 조건은?
#sk하이닉스 #삼성전자 #capex▶ 촬영일 : 2026.07.15
▶ [박명석의 K-PICK]
'좋아요'와 '댓글' & '구독'과 '알림설정'도 꾸욱!
00:00 On Air
00:36 반도체 사이클 끝났나
02:01 공급 증가 시기가 변곡점
02:59 속도에 대한 자신감 회복
04:33 CAPEX 가이던스 상향 시
08:22 반도체 및 하이퍼스케일러 전망
10:06 반등에 필요한 탑다운/바텀업 트리거
출: 박명석 아나운서, 박기욱 키움증권 리테일플랫폼부문 주임
라이브 방송 보기 - https://youtube.com/live/hktZpmgJAc8 Receive SMS online on sms24.me
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What is YouTube?
YouTube is a free video sharing website that makes it easy to watch online videos. You can even create and upload your own videos to share with others. Originally created in 2005, YouTube is now one of the most popular sites on the Web, with visitors watching around 6 billion hours of video every month.
